SFP
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Sweet Financial Partners’s Snap SNAP Stock Holding History

Sweet Financial Partners’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15,138
Closed -$199K – 176
2022
Q2 		$199K Buy
15,138
+7,748
+105% +$177K 0.06% 163
2022
Q1 		$266K Buy
7,390
+1,055
+17% +$38.2K 0.07% 143
2021
Q4 		$298K Buy
+6,335
New +$357K 0.12% 108

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sweet Financial Partners's SNAP Position: Q3 2022 in Review

Sweet Financial Partners sold out of Snap (SNAP) in Q3 2022, closing a stake of 15,138 shares — an estimated $199K sold.

Sweet Financial Partners first reported a position in SNAP in Q4 2021 and held it in 3 quarters. The position peaked at $298K in Q4 2021. 597 funds tracked by Wall St. Rank hold SNAP as of Q3 2022.

  • Sweet Financial Partners reported no remaining Snap position as of Q3 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 15,138 Snap shares in Q3 2022, an estimated $199K.
  • Sweet Financial Partners first reported a position in Snap in Q4 2021 and held it in 3 quarters.
  • Sweet Financial Partners's Snap position peaked at $298K in Q4 2021.
  • 597 funds tracked by Wall St. Rank held Snap as of Q3 2022.

Based on Sweet Financial Partners's 13F filing for Q3 2022, filed 10 Nov 2022.